Skip to content
  • There are no suggestions because the search field is empty.

How to use forecast team roll-up

Go to sales, and click on Forecast in the drop down menu. Click the toggle to Team View and click on the names to navigate the team hierarchy.

First in the navigation bar, go to Sales. In the drop down menu go to Forecast.

Next, simply click the toggle to "Team view" and click on team names to navigate up and down the team hierarchy they've set up in Users & Teams.

Scroll buttonchevron-iconcultureopinionSearchwork